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wadegarret

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wadegarret

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Wednesday, 02/21/2024 10:54:14 PM

Wednesday, February 21, 2024 10:54:14 PM

Post# of 112833
I was wrong on SMCI & NVDA, but I think

the AI boom is settling down, as NVDA didn't guide for nearly as much growth as they have in the past. I mean 8%-9% more in revenues next qtr over this one is still great, but things are slowing down, and valuations will trend down a bit from here IMO. Therefore I think it's time to fade rallies, ie the ones after hours for SMCI and NVDA. I will be watching though for AAOI after hours tomorrow.
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